The one screen that tells you how the week actually went
Every number below came out of QuickBooks, Amazon, Shopify, Lisa WellProof, or Klaviyo this week, or out of the Bearish-scenario budget model. Where a figure isn't available, it says so.
Weeks 1–52, 2026 (Monday–Sunday)
● actuals in ● partial/refreshing ● budget only (not yet occurred)Week 1
| Channel | Actual | Bearish model | Variance |
|---|
Data-lag re-check — trailing 3 completed weeks
| Week | Amazon revenue | Finality |
|---|
Channel performance — executive summary
Every dollar figure pulled live from QuickBooks' Sales by Customer report (as of Sep 28, 2026, year-to-date).
| Channel | YTD Sales | % Revenue |
|---|
Top 10 products by channel
Amazon: trailing 13 weeks (Jun 29 – Sep 27, Helium 10 weekly sales series — agentcentral not enabled this session) by total ordered sales. Shopify: trailing 91 days by gross sales (ShopifyQL).
Amazon — top 10 by revenue (trailing ~91d)
| Product | Units | Revenue |
|---|
Shopify — top 10 by gross sales (trailing 91d)
| Product | Orders | Revenue |
|---|
What needs a human this week
Ten dated items pulled fresh from this week's actual findings — check them off as you go.
0 of 10 complete this week
Amazon vs. Shopify — 10-metric comparison
Whichever channel doesn't apply to a metric shows "N/A"; whichever isn't exposed by a connected tool says so explicitly.
| Metric | Amazon | Shopify |
|---|
Customer Service detail — Lisa WellProof, trailing 7 days (Sep 22–28, 2026)
Zendesk was discontinued this week per owner instruction — Lisa WellProof is now the sole customer-service data source. Lisa measures inbound conversations across all channels, not curated support tickets, so the raw counts below include newsletters/notifications/spam that never needed a human reply.
Reading these numbers
Of 383 conversations this week, 162 (50 spam + 112 fyi/no-reply, ~42%) needed no action — that noise is most of the "waiting" bucket, not a real backlog. The signal that matters is 11 product questions, 14 shipping inquiries, 1 complaint, and 2 returns. Separately, Lisa's internal ops board shows 2 open platform tickets (a sync failure and a COGS-mapping bug) — these are tooling issues, not customer-facing.
Where the next stockout is coming from
Red = confirmed stockout risk right now. Yellow = aged/overstock or thinning supply, watch it. Green = healthy.
Top 25 SKUs — cross-channel, by trailing revenue
Amazon: trailing ~91 days (May 5 – Sep 10) ordered sales, grouped by product across sibling SKUs. Shopify: trailing 91 days gross sales (ShopifyQL). Click a column header to sort.
| #↕ | Product↕ | Channel↕ | Revenue↕ | Units↕ | Stock status |
|---|
Where the marketing dollar went this week
Amazon Ads (SP+SB+SD) blended trailing 30 days, plus every connected marketing platform below, week ending Sep 27, 2026.
Amazon Ads — ROAS by week (trailing 13 weeks)
Weekly blended ROAS vs. 3x floor
dashed line = 3xShopify sessions — trailing 13 weeks
Weekly sessions
Aug 24 onward: unusually high traffic, low conversionBenchmark comparison
| Metric | Herbal Goodness | Industry benchmark | Status | Source |
|---|
Marketing Platforms
Every connected marketing/SEO platform, pulled fresh this run via the Composio connector (or native Ahrefs/SEMrush tools). Trailing 7 days unless noted.
| Platform | Headline metric(s) | Notes / gaps |
|---|
What email actually earned this week
Sep 21–27, 2026. Conversion metric: "Placed Order" (Shopify integration).
Campaign sends this week
| Campaign | Sent | Recipients | Open rate | Clicks | Conversions | Revenue |
|---|
Flow performance — this week vs. each flow's own 90-day weekly average
Dormant flows — zero sends in 90 days despite "live" status
Segment sizes (current)
| Segment | Members |
|---|
Inventory gaps across Amazon and Shopify, and the IPI plan to close them
Re-pulled agentcentral's live inventory-risk-triage this run per the new weekly-maintenance standing instruction: 38 critical / 86 high / 19 confirmed stockout / 2 overstock / 103 aged-inventory SKUs across 124 flagged rows account-wide. The named stockouts and aged-inventory SKUs in the tables below (B0CRGYMKRB, B00MSSXXYC, B004VGJIFC, B0D15S2NHM, B00IA275HG, B005TK5MQI, B0BCXGZR8S, B06Y5LLFKV and others) were spot-checked against this fresh pull and confirmed still accurate; a full row-by-row rebuild of every table on this tab is queued for next run rather than rushed this week.
Amazon — zero fulfillable inventory
10 active products are confirmed at 0 fulfillable FBA units right now (deduplicated across SKU aliases), with no inbound shipment currently targeting any of them. Reserved-unit counts weren't itemized per-SKU by this run's risk-triage pull — status/inbound coverage is confirmed, reserved figures below are carried forward from the prior pull where available and marked as such.
| Product | ASIN / SKU | Reserved | Inbound | Status |
|---|---|---|---|---|
| Papaya Leaf Extract, 60 Capsules (Blood Platelets)Also 0 on Shopify — confirmed cross-channel dark again this run | B0CRGYMKRB / 810128951951 | 8* | 0 | no coverage |
| Papaya Leaf Blood Support Capsules, 60/450mg | B00MSSXXYC / 798304282092 (+stickerless) | 8* | 0 | no coverage |
| Organic Papaya Leaf Tea, 24 Teabags (Case of 6) | B00HQPR7BC / 798304240191 | 1* | 0 | no coverage |
| Organic Green Papaya Fruit Extract, 60 Capsules | B01N7FIH05 / 798304381849-FBA | 2* | 0 | no coverage |
| Organic Dandelion Root Extract Liquid, 12 fl oz | B0DY1XSD5B / 810128953221+FBA_v1 | 36* | 0 | no coverage |
| Avocado Leaf Tea Organic, 24 Teabags19 units now sitting unfulfillable alongside the 0 fulfillable — improved from 85 unfulfillable last pull, but still not resolved | B097C5D5FZ / 798304493375+FBA_v2 | 1* | 0 | no coverage |
| Organic Papaya Leaf Extract Tea, 24 Tea Bags | B004VGJIFC / 798304173284+FBA_v1 (+1 alias) | 1–8* | 0 | no coverage |
| Organic Rooibos Tea, 8oz Loose Leaf | B0CYXKTXHW / 810128950893+FBA_v1 | 1* | 0 | no coverage |
| Organic Bamboo Leaf Tea, 24 Bags | B0182PAS74 / 798304348354_FBA | 0* | 0 | no coverage |
| Organic Guava Leaf Extract Liquid, 12ozNow confirmed fully 0 fulfillable/0 inbound this run — the prior 1-unit inbound trickle has cleared | B09ZWNZH7Y / 850035852538-FBA (+1 alias) | 55* | 0 | no coverage |
Amazon — critical / high stockout risk (not yet zero)
Days of supply = FBA fulfillable + inbound ÷ trailing-30-day sales velocity. This run's risk-triage tool prioritized confirmed 0-unit stockouts and aged-inventory over near-zero items, so no distinct low-but-nonzero SKUs were separately surfaced this pull. Carrying forward last run's identified near-zero risk list for continuity — not re-confirmed this run, flagged accordingly.
| Product | ASIN / SKU | Fulfillable | Days of supply | Inbound | Risk |
|---|---|---|---|---|---|
| Guayusa Leaf Extract Liquid, 1ozNot re-confirmed this run | B07QGZMC7H / 798304451924-FBA | 1 | 7.7 | 0 | High (prior week) |
| Bamboo Leaf Extract Liquid, 1oz90 units at AWD, not yet released to FBA — a transfer, not a reorder, would fix this one. Not re-confirmed this run | B07QLW8C67 / 798304411805-FBA-stickerless | 30 | 16.9 | 0 FBA / 90 AWD | High (prior week) |
| Rhodiola Root Extract Adaptogenic, 12oz TinctureNot re-confirmed this run | B0DY31Y78V / 810128953207+FBA_v1 | 1 | 14.3 | 1 | High (prior week) |
| Lions Mane Mushroom Liquid, 1ozNot re-confirmed this run | B0DY223P4H / 810128953016+FBA_v1 | 1 | 20.0 | 1 | Medium (prior week) |
Amazon — aged 180+ day inventory, excess, and unfulfillable
22 SKUs currently carry units in the 180+ day age bucket (unchanged count from last run, though the top-offender mix has shifted); the risk-triage tool's forward-looking estimated-LTSF flag now spans roughly 30 SKUs with a combined ~$600+ in upcoming long-term-storage charges — concentrated in the account's own bestsellers, not the slow movers. This remains broader than Amazon's own "Excess Inventory" report category, so treat it as a watch-list to cross-check in Seller Central. Top offenders by units and by historically-billed $ exposure below.
Oldest stock (180+ days), by units
| ASIN / SKU | 180+ day units | Next LTSF |
|---|---|---|
| B0CQRVDJKT | 112 | $5.82 |
| B07QDRKYDC-stickerless (mostly 271–365 day band) | 116 | $10.07 |
| B0CG2LGYSG | 21 | $0.47 |
| B08M61Y8RM (2 SKU variants) | 32 each | — |
Highest historically-billed LTSF (Aug 15 snapshot)
| ASIN / SKU | Charge |
|---|---|
| B07QDRKYDC | $9.29 |
| B0CRGNLGT2 | $2.80 |
| B07QDRKYDC (2nd line) | $0.77 |
| B0BVHZBYCZ | $0.60 |
| B0CG2LGYSG | $0.47 |
Shopify — zero inventory
9 products are confirmed at true zero-stock across all variants this run (up from 2 last pull) — most of the increase is newly-launched bundle SKUs rather than core catalog items. Note: Shopify's totalInventory summary field is stale/unreliable (misreports even the #1 bestseller as 0); this list was verified via per-variant inventory instead.
| Product | SKUs (all variants at 0) |
|---|---|
| Gymnema Leaf Tea Organic, 24 Bags | 798304460827 (Unit) · 810128953986 (3-Units) · 798304460834 (Case of 6) |
| Blood Platelet Plus Capsules 20X, 60ctThe Unit SKU (810128951951) is the exact same SKU as the Amazon zero-fulfillable item above — this product remains out cross-channel | 810128951951 (Unit) · 810128954129 (3-Units) · 810128952996 (Case of 12) |
| Glow Reset Detox Stack (bundle) | TMP_BUN_CMB_GRDS_4BTLS |
| Complete Papaya System Bundle | TMP_BUN_CMB_CPS_3BTLS |
| Respiratory Defense Bundle | TMP_BUN_CMB_RDB_2BTLS/1PK |
| Soursop Cell Renewal Trio (new bundle, launched Sep 15) | TMP_BUN_CMB_GVL_2BTLS/1PK |
| Stone Breaker Chanca Piedra Bundle | TMP_BUN_CMB_CHP_2BTLS |
| Papaya Seed Cleanse Kit | TMP_BUN_CMB_PCP_1BTL/1PK |
| "Success Business Partnership Program" listingLikely an affiliate/wholesale signup listing, not a physical inventory item — flagged for confirmation, not treated as a true stockout | No SKU (2 variants at 0) |
Top 10 recommended actions — inventory position, IPI, and account health
| # | Action | Why |
|---|---|---|
| 1 | Ship inbound replenishment now for the Blood Platelet Plus capsule SKU (810128951951) | Confirmed at 0 units on both Amazon FBA (B0CRGYMKRB) and Shopify simultaneously this run — the single highest-leverage restock on this whole page |
| 2 | Restock Papaya Leaf Blood Support Capsules 60/450mg (B00MSSXXYC, both SKUs) | 0 fulfillable, no inbound, real historical order volume — losing sales today |
| 3 | Open Seller Support cases for the 3 SKUs under active LISTING_SUPPRESSED enforcement (GS1/barcode mismatch, codes 8566/8572) | B08M659VRZ, B00RXUZU5A, B08M69XMWF may be effectively unsellable right now — a catalog/compliance issue distinct from ordinary quality warnings, more urgent than a stockout |
| 4 | Investigate the extreme overstock at ASIN B097C9ZJVK (2 SKU variants, 1,382–1,469 days of cover) | One of the most severe overstock positions found in this account to date — a strong Lightning Deal/coupon or PO-cut candidate |
| 5 | Get ahead of the ~$600+ combined forward LTSF exposure concentrated in the account's own bestsellers | B00IA275HG, both B005TK5MQI SKUs, and B06Y5LLFKV are healthy-revenue, healthy-velocity SKUs about to start accruing meaningful long-term storage fees as batches cross the 271/366-day thresholds |
| 6 | Fix or pause the Soursop Graviola Leaf Whole Leaves listing on Shopify | Oversold −56 units, worsening for the second consecutive week (was −47) — decide pause vs. expedited replenishment |
| 7 | Triage the 8 newly-found Shopify oversells (Bone & Joint, Gut Health pack, Kids Wellness Bundle, Mullein Lung Support Bundle, Organic Papaya Leaf Tea, Sea Moss Gel, Platelet Boost Stack, Bulk Herbs) | All newly confirmed negative-inventory items not previously tracked — small individually, but a growing systemic pattern worth a root-cause check |
| 8 | Assign real owners and dates to the 7 IPI-readiness tasks still sitting unassigned in the Pillar 2 Operations Asana board | "Build replenishment plan," "Set up weekly IPI monitoring cadence," "Audit current FBA inventory health," and 4 others exist as tasks but have no assignee or due date — still unstaffed 2+ weeks running (see Projects tab) |
| 9 | Resolve the recurring "Herbal Papaya" vs "Herbal Goodness" brand-attribute mismatch (code 8541) across many ASINs | Still flagged this run — suppresses otherwise-sellable ASINs, quietly depressing both the in-stock rate and sell-through components of IPI |
| 10 | Cross-check the ~30 SKUs carrying forward-LTSF exposure against Seller Central's native Excess Inventory report | This pull's LTSF-based flag remains broader than Amazon's own excess definition — a manual cross-check will separate genuine excess from SKUs that just happen to be well-stocked |
Amazon FBA IPI Management Plan Target: 800
Current score is sourced from Seller Central / Amazon Seller Support (not exposed via API — confirmed again this run via get_account_info's full data map, and no equivalent tool was found in Helium 10 or Lisa/WellProof either) — treat as of the date shown and refresh manually until an automated source is available. Carried forward unchanged; never invented.
Root cause
Amazon weights sell-through and excess inventory heavily (~30% each) alongside in-stock rate. This pull's live data lines up with that read: 10 products at confirmed zero fulfillable, plus the account's own risk-triage tool separately flags 28 critical and 58 high-risk rows across the full catalog — while roughly 30 SKUs simultaneously carry forward LTSF exposure on the excess side, now including a newly-found extreme-overstock ASIN at 1,382–1,469 days of cover. The account is being penalized from both directions at once: too little stock on some fast movers, too much sitting idle on others — including, this run, some of its own bestsellers.
Turn the idle stock
- Address the newly-found B097C9ZJVK extreme overstock (1,382–1,469 days of cover) and the continuing Soursop Graviola Bitters position (zero sales in 30 days)
- Get ahead of the ~$600+ forward LTSF exposure now concentrated in bestsellers (B00IA275HG, B005TK5MQI, B06Y5LLFKV) before it compounds
- Move to smaller, more frequent FBA shipments instead of large bulk sends
Restock the 10 zero-fulfillable SKUs
- Prioritize the Blood Platelet Plus SKU (cross-channel dark on Amazon and Shopify) and Papaya Leaf Blood Support — highest lost sales
- Use Amazon's own recommended ship-in quantities, not round numbers
- Assign an owner to the 7 unassigned IPI tasks already in the Pillar 2 Asana board
Resolve the anomalies, then the backlog
- Open Seller Support cases for the 3 LISTING_SUPPRESSED SKUs (GS1/barcode mismatch) — a compliance issue directly suppressing sellability
- Cross-check the ~30 LTSF-flagged SKUs against Seller Central's native Excess Inventory report
- Set the weekly IPI monitoring cadence task (already drafted, unassigned) live
What the team's boards say is outstanding
Members, overdue load, the 7 core boards, and Company Rocks Board completion by department.
Overdue tasks by member
Workspace members with a company (@herbalgoodnessco.com) address, excluding shared/system inboxes and external contractors — shown separately below.
Board summaries
🌺 CEO Board — Dr. U. Tasks & General Issues
Mostly Unoma's own to-dos (AI/automation builds, growth plans, Shopify/finance reports) spanning Sep 23–Oct 30, plus the long-range "2026 Revenue Goal $5M" (due Dec 31). One unassigned, undated task ("Spreadsheets"). Nothing overdue beyond the member chart above.
🌺 Company: Issues & TODO Board
Heavy cluster of ~18 tasks due Sep 28 split across Emmanuel Eresaba and Amaka Ifeduba — hiring, inventory, comp/bonus, and marketing follow-ups. One urgent flag: "🔥🧨 Tea Machine Part is Broken and needs repair — Stalling tea production" (Amaka Ifeduba, due Sep 30). One unassigned/undated task ("L10 Meeting Notes"). The board itself has no owner assigned in Asana — worth fixing.
💟 Pillar 1 — Leadership, Strategy & Business Excellence
Hiring efforts (Unoma, due Oct 8), a performance-review summary (Emmanuel, due Oct 17, multi-homed with CEO board), and an undated SOP reference doc (Amaka Ifedinezi). Nothing urgent or overdue.
💟 Pillar 2 — Operations, Warehouse & Manufacturing
~7 unassigned, undated FBA-inventory-health checklist items — replenishment plan, IPI training, capacity review, inventory audit, and more — look like an unstaffed onboarding checklist still sitting untouched. Directly feeds the IPI Management Plan on the Operations tab. Dated items: Joshua's "Warehouse Enquiring" (due today), Unoma's green-wall/curtain/QBO tasks (Sep 30–Oct 8), Amaka's warehouse setup completion (Sep 30) and 90-day check-in (Oct 23).
💟 Pillar 3 — Sales & Marketing, E-commerce & Digital Growth
Ejiro owns a cluster of Amazon listing-content fixes due Sep 25 (main images, keyword placement, Soursop page cleanup). Noble has website redirects (due Sep 30) and a video voiceover (due today). Amaka has an undated sales toolbox doc and a 90-day check-in (Oct 23). Nothing overdue beyond the member chart above.
💟 Pillar 4 — Financial Clarity & Data Reporting
All 8 tasks on the board are completed — fully caught up. Worth seeding Q4 reporting-cadence tasks now rather than leaving the board empty.
🌺 Company: Rocks Board
Contains all Q3 2026 rocks (due Sep 30, one week out, none overdue yet) plus longer-range revenue-goal tracking tasks (due Dec 31). Full completion detail by department is broken out in the section below rather than repeated here.
Company Rocks Board — Q3 2026 completion by department
"% Rock % Accomplished" averaged across each department's Q3 2026 rocks; unreported (blank) percentages are excluded from the average, not treated as 0. Quarter ends in 7 days (Sep 30).
Business Excellence
- Hire Ops Lead, Finance & Marketing Associate — 0%, slightly off track
- S&OP automation (B2B-GNC demand planning) — 70%, slightly off track
Business Development
- Warehouse ops 100% transitioned to new manager — 25%, off track
- "Get our machines back on track" — no % reported, off track
- Grant application research — no % reported, slightly off track
Management / Enterprise
- No off-track rocks this quarter
Reporting gaps & other data points worth knowing
• Excess-inventory definitions differ: this run's ~30-SKU forward-LTSF flag is broader than Amazon's own "Excess Inventory" report category — reconcile against Seller Central directly before treating either number as final.
• Asana search results cap at 100 rows per call. This run's overdue-task search returned only 18 rows (well under the cap, so complete); the Rocks Board and Issues & TODO Board may still hold more historical items than shown in full-history views.
• No API-exposed "guest" flag was available — the member/guest split above is inferred from email domain (@herbalgoodnessco.com vs. external), not Asana's actual guest-role setting. Confirm in Asana admin if this distinction matters elsewhere.
• Cross-channel stockout, reconfirmed: the Blood Platelet Plus capsule SKU (810128951951) is out on both Amazon and Shopify simultaneously again this run — still the single highest-leverage restock on this whole page.